Leave a Legacy

Remembering the Ottawa Rotary Home Foundation with a planned or legacy gift is an excellent way to let your care and compassion for children with disabilities and their families continue in years to come. A legacy gift is a lasting gift. It is a gift that will help future generations of Rotary Home families and ensure that they have the support they need to care for their children.

Leaving a legacy gift is one of the most valuable ways to help the Ottawa Rotary Home continue to help families caring for children with disabilities and improve their quality of life. Your legacy gift will build on the Rotary Home’s history of innovative, family and person-centered care. It will be a lasting statement of your generosity and kindness for members of your community and their future. A gift you and your family will be proud of.

 

By far the most common form of legacy gifts is a gift in your Will. Here are some options for this type of planned gift or Bequest.

 

Charitable Bequests can take many forms and often consist of cash, real property and/or securities like stocks, bonds and mutual funds.

Residual Bequests name the Ottawa Rotary Home Foundation as the beneficiary of all, or a percentage of your estate after all debts, taxes, administrative expenses and specific/legacies bequests have been paid. Because this type of gift leaves a percentage rather than a fixed amount to the Foundation, inflation will not reduce the value of your gift.

Specific/Legacy Bequests designate an exact dollar amount, percentage or particular asset, such as the stock of a certain company, to be donated to the Ottawa Rotary Home Foundation.

Contingent Bequests take effect when you name the Ottawa Rotary Home Foundation as an alternate beneficiary. Your gift is given to the Foundation only if other beneficiaries in your Will pass away before your passing.

Please consult with your legal advisor who can help you prepare a Will that addresses your individual wishes and requirements.
Helpful information and bequest language

All that’s needed to leave a legacy gift is a few sentences. Here is some information that may be helpful:

 

  • Legal name: Ottawa Rotary Home Foundation
  • Charitable Registration #: 89418 7962 RR0001
  • Address: 823 Rotary Way, Ottawa, ON K1T 3W6
  • Sample wording for a residual gift: “To pay the Ottawa Rotary Home Foundation the residue (or share of the residue) of my estate for such use and purpose as the Board of Directors may determine in their discretion.”
  • Sample wording for a specific gift: “To pay the Ottawa Rotary Home Foundation the sum of $___ for such use and purpose as the Board of Directors may determine in their discretion.”

 

If you have chosen to include the Ottawa Rotary Home Foundation in your Will, please let us know. We would love the opportunity to thank you. Contact Chloe Hillier at 613.822.5391, or by email at chloeh@rotaryhome.on.ca.